Melissa George, Founder & CEO
Melissa began her career in financial services in 1997 with several respected National financial planning firms. In 2006, she founded InvestHER Fiduciary Solutions, LLC, a State Registered Investment Advisory firm. Melissa has worked extensively with families, small-business owners, and city/county government entities with specialized services in developing bulletproof retirement income plans, and business cost-containment strategies. As an experienced financial planner, Melissa uses a methodical approach to help her clients build, protect, spend, and distribute assets to expand their lives and allow them to live more abundantly.
Melissa earned a BBA from Georgia State University and holds multiple licenses and security registrations in multiple states. She is a Certified Financial Fiduciary®, Certified Fund Specialist®, FINRA Arbitrator, and a Goldman Sachs One Million Black Women
Black in Business Scholar. Melissa is also pursuing her Certified Financial Planner® designation [expected March 2025]
An avid workout enthusiast, occasional golfer, sports fan, and full-time dog mom is also an active member in several professional and civic organizations including the Ass
ociation of African American Financial Advisors, Girls Inc. of Greater Atlanta, the Women's Entrepreneurial Opportunity Project, United Way VIP Alumni Association, and Delta Sigma Theta Sorority, Inc.
EDUCATION:
- Georgia State University: Bachelor of Business Administration
- Goldman Sachs OMBW Black in Business Scholar
- University of GA/Terry College of Business CFP Certificate Program
LICENSES:
- State Registered Investment Advisory Firm: CRD #144815
- Investment Adviser Representative: Securities Series 65, CRD #2900237
- Former Registered Representative: Securities Series 7, 63
- Georgia Principal Agency Resident License #185263
- Georgia Resident Agent License #514447
- Multiple Non-Resident Agent Licenses
DESIGNATIONS:
- ACCREDITED INVESTMENT FIDUCIARY®
- CERTIFIED FINANCIAL FIDUCIARY®
- CERTIFIED FUND SPECIALIST®
- FINRA® Arbitrator
AFFILIATIONS:
- Member (Association of African-American Financial Advisors)
- Board Chair Girls Inc. of Greater Atlanta
- NAWOSB (National Association of Women-Owned Small Businesses)
- Alumni United Way VIP
- Member Delta Sigma Theta Sorority, Inc
CERTIFICATIONS:
- Black-Owned: US Black Chambers, Inc.
- DBE: Georgia United Certification Program
- EDWOSB: Small Business Administration
- MBE: Georgia Department of Administrative Services
- MBE: National Minority Supplier Diversity Council
- M/FBE: Fulton County Office of Contract Compliance
- WBE: Women's Business Enterprise National Council
- WOSB: Small Business Administration
As of November 1, 2024